Outcome.
Primitives
  • Product and technology Know which bets are working.
  • Portfolio office The portfolio, without the quarterly rebuild.
  • Finance What the AI bill bought.
  • Engineering Point the agents at the gap.
AgentsPricingChangelog
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For the portfolio office

The portfolio, without the quarterly rebuild.

What is in the plan, what is out, and where do the people run out?

SupplyRead from TeamForm or your HR system. Nobody types a headcount.
LoadEstimates and dates from Jira, in person-days.
PriorityOne order, and a line where the people run out.
Capacity and priority

Order by your own field, and watch where the people run out.

Kestrel Bankdemo data

Capacity by team

TeamOct 2026Nov 2026Dec 2026Jan 2027
Integrationdemo
25%
97%+8.4
70%+60.2
0%+60.4
Datademo
20%
72%+8.4
55%+32.3
20%+29.5
Infrastructuredemo
11%
40%
44%
25%
Business Systemsdemo
5%
17%
28%
24%
Securitydemo
6%
19%
19%+33.8
13%+24.7

Committed as a share of supply, darker as it fills; proposed days after the plus.

Priority

Default order: in flight first, then largest
3 fit above the line983 days carried · 165 days that do not fit
  1. 1Income verified through open banking, not payslipsHome ownershipTier 1Spent $64.4k · AI $3.4k · people $61kIn planChange230Fits
  2. 2Retire the legacy underwriting queueHome ownership · carried overTier 2Spent $95.2k · AI $1.2k · people $94kIn planChange180Fits
  3. 3Valuation booked when the application is submittedHome ownershipTier 1Spent $38.9k · AI $860 · people $38kIn planChange90Fits
  4. Capacity runs out here
    4Automated small-facility decisionsBusiness bankingTier 2PendingChange165Over · Integration · Nov 2026
  5. 5Affordability model refreshed for Consumer DutyHome ownershipTier 1In planChange155Fits
  6. 6Operational resilience evidenceRisk and controlTier 2In planChange130Fits
  7. 7Patching and certificate rotationDeliveryTier 3In planRun105Fits
  8. 8Open banking API v2 for third-party providersPaymentsTier 3Not decidedChange93Fits
1 out of the plan or deferred
  • Colleague AI assistant platformDeferred

Kestrel Bank is fictional. The arithmetic is the product’s own.

Set the goal.
Let the loop run.

Read my companyThe primitives

Also for product and technology · finance · engineering

Outcome.
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